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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
KW
1501
KWB Wealth
California
$217K -$23.8K -456 -10%
GWS
1502
Glassman Wealth Services
Virginia
$217K -$6.25K -120 -3%
EWA
1503
ERTS Wealth Advisors
Michigan
$217K +$211K +4,050 New
EAM
1504
Empirical Asset Management
Massachusetts
$217K +$212K +4,062 New
TW
1505
TrinityPoint Wealth
Connecticut
$216K -$25.9K -498 -11%
RH
1506
RFG Holdings
Texas
$215K +$209K +4,014 New
MWAM
1507
Manhattan West Asset Management
California
$215K +$209K +4,020 New
AMC
1508
Asset Management Corp
Illinois
$214K -$28.1K -540 -12%
AIA
1509
Alera Investment Advisors
Illinois
$213K +$207K +3,978 New
AIA
1510
AIMZ Investment Advisors
California
$213K +$208K +3,984 New
BG
1511
Benedetti & Gucer
Georgia
$213K +$208K +3,990 New
LWAM
1512
Legacy Wealth Asset Management
Minnesota
$212K +$207K +3,972 New
TIM
1513
Tortoise Investment Management
New York
$211K – – –
SWIG
1514
Strategic Wealth Investment Group
Kentucky
$209K -$15.3K -294 -7%
FI
1515
Financial Insights
Washington
$209K +$203K +3,900 New
CL
1516
CIM LLC
New York
$208K – – –
HCM
1517
HM Capital Management
Missouri
$208K +$203K +3,894 New
AAM
1518
AMI Asset Management
California
$207K +$202K +3,870 New
KFS
1519
Kaizen Financial Strategies
California
$207K +$202K +3,876 New
ESB
1520
Essex Savings Bank
Connecticut
$205K +$199K +3,822 New
FPOC
1521
Financial Planners of Cleveland
Ohio
$203K +$211K +4,050 New
VWM
1522
Venturi Wealth Management
Texas
$202K -$73.8K -1,416 -27%
TF
1523
Threadgill Financial
Texas
$202K +$195K +3,750 New
CAG
1524
Curtis Advisory Group
California
$202K +$196K +3,768 New
JWBC
1525
J.W. Burns & Co
New York
$202K +$197K +3,774 New
59 60
61
62 63